Commercial Insurance In Jobs in Middleburg, FL (NOW HIRING)

Summary

The Account Executive is responsible for delivering exceptional service and operational support to Hatcher’s Property & Casualty (P&C) clients. Working in partnership with the broader service and producer team, this role serves as a trusted day-to-day resource by managing policy service, renewals, carrier relationships, and account administration while helping clients protect their businesses and assets.

The Account Executive reports to the P&C Practice Leader and works collaboratively with Producers and internal business partners.

In This Role, You Will Contribute By

• Delivering an Exceptional Client Experience
• Serve as the primary day-to-day contact for assigned Hatcher Property & Casualty clients.
• Respond promptly and professionally to client inquiries and service requests.
• Build and maintain strong relationships with clients, carrier partners, and internal team members.
• Research and resolve client issues by coordinating with insurance carriers and internal stakeholders to ensure timely and accurate resolution.
• Identify opportunities to improve the client experience and communicate recommendations.
• Escalate complex service issues to leadership when appropriate.
• Maintain confidentiality of client information and business records.

Managing Client Service and Account Administration

• Manage the day-to-day servicing of assigned commercial insurance accounts.
• Process policy changes, endorsements, cancellations, reinstatements, and renewals.
• Coordinate issuance of certificates of insurance, auto ID cards, evidence of property insurance, and other policy documentation.
• Review policies, endorsements, and carrier documents for accuracy and completeness.
• Maintain accurate client records and documentation within the agency management system.
• Plan, prioritize, and complete daily workload while balancing new business, renewals, and service requests to meet internal and client deadlines.
• Monitor outstanding items and follow through to completion.

Supporting Renewals and Marketing Activities

• Participate in internal renewal strategy meetings.
• Work collaboratively with renewal preparation and marketing activities.
• Review renewal proposals for accuracy and assist in preparing client presentation materials.
• Coordinate implementation of new policies and carrier transitions.
• Assist in identifying coverage gaps or additional risk management opportunities for existing clients.

You may be a great fit if you:

• Take pride in producing accurate, high-quality work and delivering exceptional client service.
• Thrive in a collaborative, fast-paced, detail-oriented environment
• Builds trusted relationships with clients, carrier partners, and internal partners.
• Prioritizes competing demands while maintaining accuracy and meeting deadlines.
• Communicate clearly and professionally, both verbally and in writing
• Comfortable working with data, systems, and spreadsheets and pay close attention to detail.
• Demonstrates strong analytical, critical thinking, and take a proactive approach to problem-solving and follow-through on client issues.
• Adapt quickly to changing client needs and business priorities.

Required

• 2+ years of experience in P&C account management, insurance, risk management, or financial services.
• Active P&C Insurance license, or the ability to obtain licensure within a specified timeframe after hire.
• Experience supporting commercial insurance clients across multiple lines of coverage.
• Working knowledge of commercial insurance products, policy administration, renewals, endorsements, certificates of insurance, and claims processes.
• Proficiency with Microsoft Excel, including formulas, and data organization
• Strong written and verbal communication skills
• Ability to work effectively both independently and as part of a team

Preferred Qualifications

• Experience working with agency management systems such as Applied Epic, AMS360, or similar platforms.
• Experience supporting middle-market or large commercial clients.
• Insurance designations such as CISR, CIC, or CRM are a plus.